Co-Founder
Interesting fact: Puffins are Tracy's Spirit Animal. They’re resilient, sociable, and navigate well in challenging conditions. Favourite place to see them – Lunga, a small uninhabited island off the Isle of Mull, Scotland.
The Essential Bits
- 35+ years in financial services: Expertise in marketing, communication, digital, and cultural change, with 30+ years of senior leadership experience across five leading UK asset managers including Royal London, AXA, F&C, SWIP, and Newton.
- Rebranding expert: Led rebranding programmes from simple refreshes to complete brand overhauls.
- Mentoring and leadership: Mentored and coached many individuals and built award-winning marketing teams. As Marketing Director at Royal London Asset Management, developed the team from 2 people into a 32 strong multi-disciplinary function.
- Cultural integration specialist: Facilitated cultural integration during mergers and acquisitions to improve workplace culture and environment. Led Exec-level client experience improvement programmes.
- Event design and delivery: From simple round-table client gatherings to stadium brand launches and everything in between.
- Calming influence: Known as the “glue” in leadership teams; adept at handling sensitive transformations, crisis management, and market-sensitive communications; all with a laser focus on client experience.
The Cool Stuff
- Music lover: Initially aimed for music college but pursued a career in finance. Plays trombone, piano, and saxophone; enjoys listening to original rhythm and blues and Latin music.
- Cooking enthusiast: Loves cooking, especially baking for friends and family but enjoys learning the processes involved in different cuisines. MasterChef contestant one day? Who knows, watch this space.
- Avid traveller: Enjoys motorhome travel across the UK and Europe and has even presented to over 400 people on Teams while on the move - flexible working to the max. Appreciates the simplicity of life on the road but also loves the planning, re-planning, and problem-solving in amongst all the cultural delights.